PWR HOLDINGS LIMITED (ASX:PWH) - Ann: H1FY24 Investor Presentation, 72522529, page-4 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

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at6568

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21/02/24

21:21

Post #: 72522529
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Originally posted by taswalsh: ↑

Let's hope so.
Can you provide the estimates for comparison.

The big stand out is the increase in Defence and Aerospace, which they have been flagging for a while.
Good to see it coming to fruition.
It's already 12% of revenue and growing, soon to overtake Automative aftermarket.

A few slight negatives, that the market may focus on;
- 6% of the revenue growth is due to favourable FX. Actual organic growth was 16.2%
- Even though the NPAT margin has improved to 15.26%, this is still a long way from the 20%, which Kees has previously said they were confident they would return to. Hopefully they still will.

Hopefully the market like it, but you can never tell.
I will remain a happy long term holder. I have faith in the company and it looks like there will be a lot of growth going forward in Defence an Aerospace.
I like the way they have used their existing engineering know how and reputation to cross over into this market, securing growth for the future.
I would imagine, price would not be the main factor for these customers. It would be more about capability and reliability, so higher margins.
As they establish themselves as a trusted supplier, the work should keep coming.

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PWH Price at posting: $10.88 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $11.99		Change -0.260(2.12%)		Mkt cap ! $1.204B

Open	High	Low	Value	Volume
$12.18	$12.28	$11.99	$899.0K	74.38K

Buyers (Bids)

No.	Vol.	Price($)
1	235	$11.96

Sellers (Offers)

Price($)	Vol.	No.
$12.01	6	1

View Market Depth

No.	Vol.	Price($)
1	235	11.960
1	235	11.940
1	235	11.930
1	235	11.920
1	52	11.800

Price($)	Vol.	No.
12.010	6	1
12.040	1171	2
12.150	300	1
12.340	552	1
12.400	800	1

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